Integration with Zoho CRM

I would like to see integration between Zoho CRM and boards, particularly for guest user management. Being able to call contact and lead interaction into a board would be a nice feature as well.

Hey @mitchmann - I’d love to hear more about how you would use Zoho CRM. We are constantly poking around for other platforms to integrate with and understanding user use cases specifically to share with our product and development teams. Look forward to hearing from you!

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Ugh. What are you looking for specifically?

“Being able to call contact and lead interaction into a board” means that I have a few thousand users in my CRM and I would like to be able to invite any one of these by search, by suggesting drop-down, etc into a board. Then I would like to be able to see the boards to which the contact is subscribed in Zoho. Perhaps even some usage or conversation history as well.

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That’s perfect - helps us give our product and developer teams real-use cases to then take into account when building the integration. Stay tuned here :slight_smile:

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Integrating cloud telephony with Zoho CRM can make a huge difference for managing customer interactions and boosting team productivity. With the right integration, you get benefits like automatic call logging, real-time call data, and click-to-call functionality—all directly within Zoho CRM.

If you’re looking for a reliable solution, I’d recommend trying TeleCMI’s cloud telephony. It integrates seamlessly with Zoho CRM, helping streamline workflows, track customer calls, and improve response times.

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